Latest Institutional Transactions on Ishares Short Term National Mu (SUB)
This table provides information on the latest institutional transactions involving Ishares Short Term National Mu (SUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25Closed |
$2.58K - $2.62K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
319+ 11.44% |
$33K - $33.5K
|
3.11K
$330K
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
63.6KNew |
$6.58M - $6.67M
|
63.6K
$6.76M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.8KClosed |
$2.04M - $2.07M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-332- 14.15% |
$34.3K - $34.8K
|
2.01K
$214K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.1KClosed |
$320K - $325K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-27- 24.32% |
$2.79K - $2.83K
|
84
$8.92K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-123KClosed |
$12.7M - $12.9M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.28K- 46.91% |
$338K - $343K
|
3.71K
$394K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.46K- 14.19% |
$151K - $153K
|
8.83K
$937K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.41KClosed |
$352K - $358K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.2KClosed |
$331K - $336K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.35K+ 37.54% |
$656K - $666K
|
23.3K
$2.47M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.4K- 90.23% |
$248K - $252K
|
260
$27.6K
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-874- 23.99% |
$90.3K - $91.7K
|
2.77K
$294K
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-40K- 82.69% |
$4.13M - $4.19M
|
8.37K
$889K
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.41KNew |
$249K - $253K
|
2.41K
$256K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.9KClosed |
$1.43M - $1.46M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-156- 7.17% |
$16.1K - $16.4K
|
2.02K
$214K
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.53KClosed |
$364K - $370K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7KNew |
$1.83M - $1.86M
|
17.7K
$1.88M
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-475Closed |
$49.1K - $49.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-11KClosed |
$1.14M - $1.15M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
140K+ 5760.35% |
$14.5M - $14.7M
|
142K
$15.1M
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-42.6K- 92.15% |
$4.4M - $4.46M
|
3.63K
$385K
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.53K- 27.35% |
$158K - $160K
|
4.05K
$430K
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
52.7KNew |
$5.45M - $5.53M
|
52.7K
$5.6M
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.18% |
$517 - $524
|
2.72K
$288K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-280- 73.68% |
$28.9K - $29.4K
|
100
$10.6K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$62K - $62.9K
|
600
$63.7K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 12.76% |
$31K - $31.5K
|
2.05K
$218K
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.24KClosed |
$335K - $340K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.39KNew |
$350K - $355K
|
3.39K
$360K
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.59KClosed |
$474K - $481K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.85K- 57.22% |
$294K - $298K
|
2.13K
$226K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-25.3KClosed |
$2.61M - $2.65M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.55KNew |
$263K - $267K
|
2.55K
$270K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
6.72KNew |
$694K - $704K
|
6.72K
$713K
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-125Closed |
$12.9K - $13.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$521K - $529K
|
5.05K
$536K
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$1.25M - $1.27M
|
12.1K
$1.28M
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-6Closed |
$620 - $629
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.94KClosed |
$200K - $203K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
927New |
$95.8K - $97.2K
|
927
$98.4K
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.85KClosed |
$295K - $299K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
501New |
$51.8K - $52.5K
|
501
$53.2K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-468Closed |
$48.3K - $49.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3KClosed |
$310K - $315K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-695Closed |
$71.8K - $72.9K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-136- 4.0% |
$14.1K - $14.3K
|
3.27K
$347K
|